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Connected Portal - Updating Client Email Address
Connected Portal - Updating Client Email Address
Updated this week

If a client requires their email address to be updated, this needs to be done by the client themselves by logging into their account. This is a simple and straightforward process, detailed with images below:

  1. Go to https://identity.businessfitness.com.au/ and sign in with the Portal login details.
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  2. Once signed in, click on Profile.
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  3. Update the Email field with the new email address, and click Save Changes.
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If you would prefer to do this on behalf of the client, an alternative method can be used:

  1. In the Portal Admin page, under Clients, simply find the Client and click Invite, and invite the user under their new email address.

  2. Once this is done, they'll receive an email invitation to their new email address to set up their account password and 2-factor authentication.

  3. After you've confirmed they have access, you can go to Accounts, find their old email, and Inactivate or Delete the account. As all client documents are stored on the Client and the Account is only used for logging in, all data will be kept intact and accessible under the newly invited Account.

Note: If the user is linked to multiple clients, each one will need to have the new email invited to ensure the user has access to the data they need.

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